Beneath the bonnet: The case for Sanofi, LVMH and IU Group
Three fund managers on stocks that are making a difference
Equities
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Small caps: UK bucks the borrowing trend
While government debt is on the rise around the globe, UK households seem to be heading in the opposite direction
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Hidden gems: Three below-radar funds in the IA Targeted Absolute Returns
Spotlight on the small funds that are flying above market returns but below investors’ radars
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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Hidden gems: Five below-radar funds in the IA Volatility Managed sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained